OPPORTUNITY BUILDERS INC (EIN 520743369) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1962

Legal Domicile

Principal Officer

MARSHA LEGG

Phone

4107870700

Tax Period

2023-07-01 to 2024-06-30

OPPORTUNITY BUILDERS INC, founded in 1962, is a community nonprofit in the Employment sector that reported $7.3M in total revenue in fiscal year 2023. Revenue grew 13% year-over-year, indicating healthy expansion.

Mission

THE MISSION OF OPPORTUNITY BUILDERS, INC. (OBI) IS TO SUPPORT YOUTH AND ADULTS WITH DISABILITIES TO EXPERIENCE FULL INCLUSION IN THEIR COMMUNITIES AS THEY LEARN, WORK, AND PURSUE THEIR PATHS TO PERSONAL SUCCESS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $269,045

Program Service Revenue $6,708,886

Investment Income $245,088

Other Revenue $111,213

TOTAL REVENUE $7,334,232

Expense Breakdown

Grants Paid $0

Salaries & Benefits $5,287,391

Fundraising Expenses $68,695

Program Expenses $6,343,818

Other Expenses $1,938,017

TOTAL EXPENSES $7,225,408

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,334,232	$6,505,987	+0.1%
Expenses	$7,225,408	$6,413,280	+0.1%
Net Income	$108,824	$92,707	+0.2%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

153

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$349,170

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JENNIFER BRIENZA	TREASURER AND SECRETARY	1.00	Officer Director	$0	$0	$0
LORI AMBURN	DIRECTOR	1.00	Director	$0	$0	$0
ROBIN GRAY	DIRECTOR	1.00	Director	$0	$0	$0
SARA GRAY	VICE PRESIDENT	1.00	Officer Director	$0	$0	$0
ERIC BUTTERLY	DIRECTOR	1.00	Director	$0	$0	$0
MEGAN GIBBS	DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL A REESE SR	PRESIDENT	1.00	Officer Director	$0	$0	$0
KENNY HAMMOND	DIRECTOR	1.00	Director	$0	$0	$0
TERRI BENNET	DIRECTOR	1.00	Director	$0	$0	$0
BILL KEUTHE	PAST PRESIDENT	1.00	Director	$0	$0	$0
JESSICA MILL	DIRECTOR OF FINANCE	40.00	Officer	$107,934	$13,566	$121,500
MARSHA LEGG	CEO	40.00	Officer	$212,928	$14,742	$227,670
CARRIE LYCETT	SENIOR DIR OF MEANINGFUL	40.00	Highest	$100,110	$9,692	$109,802
TEARA WINMOND	VP STRATEGY AND QUALITY	40.00	Highest	$114,030	$2,241	$116,271

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	No data	No data	No data	No data
2024	$7,334,232	$7,225,408	$15,303,824	$108,824
2023	$6,505,987	$6,413,280	$15,237,663	$92,707
2022	$6,786,371	$5,482,253	$13,916,604	$1,304,118
2021	$6,120,013	$4,690,893	$15,175,947	$1,429,120
2020	$6,800,277	$6,868,603	$13,265,827	$-68,326
2019	$7,814,622	$7,862,910	$11,910,605	$-48,288
2018	$7,979,329	$8,065,528	$12,176,518	$-86,199

OPPORTUNITY BUILDERS INC